CPA-credentialed preparer

Tax preparation and bookkeeping for Atlanta individuals and small businesses

Personal and small business tax preparation, bookkeeping, payroll, IRS notice help, and quarterly estimated taxes in Midtown Atlanta.

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Brightline Tax & Accounting

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12+Years in practice
850+Returns filed each season
140Monthly bookkeeping clients
CPA-credentialed

Why choose us

Tax help that feels manageable

  1. 01

    Plain-language answers

    Questions are explained in everyday words, so you understand what is being filed and why.

  2. 02

    Organized from day one

    A simple checklist of what to gather keeps the first meeting short and focused.

  3. 03

    Your schedule, your format

    Talk through your situation in a consultation that fits around your workweek.

  4. 04

    Local and reachable

    A preparer serving the neighborhood, with a phone number that reaches a person.

Why us

What is different when you call us

Sample comparison for this preview. Your real details replace it before going live.

FeatureBrightline Tax & AccountingDo-it-yourself software
A person reviews your returnYes—
Questions answered year-roundYesExtra cost
Help sorting documentsYes—
Local office you can visitYes—

How it works

How working with us goes

  1. Upload your documents

    Send W-2s, 1099s and statements through our secure portal, or drop them off at the Midtown office.

  2. Review call

    Your accountant walks through open questions and the quote before any return is prepared.

  3. File and follow up

    We file electronically, send your copies, and set reminders for next year's deadlines.

Meet the team

The people you will work with

Dana WhitfieldFounder & tax leadCPACPA with 15 years in individual and small business tax, former Big Four senior.
Marcus LeeIRS notices & payrollEAEnrolled Agent handling IRS letters, payment plans and payroll filings.

Pricing

Pricing

Individual return

Federal and Georgia return with W-2, 1099 and common deductions.

$275from
Request

Small business return

Schedule C, S-corp or partnership return plus the owner's return.

$895from
Request

Monthly bookkeeping

Reconciled books, monthly P&L and balance sheet in QuickBooks or Xero.

$350per month
Request

Final pricing is confirmed after the scope is agreed.

Example client feedback

I did my own taxes for years as a freelancer. Dana set up quarterly estimates and I finally stopped dreading April.
Alicia T.Freelance designer · Midtown
Our books were six months behind. Brightline caught us up in three weeks and now we get a clean P&L every month.
Ben O.Restaurant owner · Old Fourth Ward
We got an IRS letter and panicked. Marcus explained it in plain English and handled the response for us.
Grace W.Individual return · Decatur

Sample reviews for this demo — the live site shows real customer words only, shared with permission.

FAQ

Questions, answered

Still wondering about something? Ask us directly.

+1 (404) 555-0187
What documents do I need for my first appointment?
Photo ID, last year's return, and income documents like W-2s or 1099s. We send a checklist when you book.
When should I book before tax season?
Earlier is better. January through April fills quickly, so booking ahead secures your slot.
Can you help with an IRS notice?
Yes. Bring the notice to your consultation and we will explain your options and next steps.
Can I work with you remotely?
Remote service details have not been provided. Ask Brightline about available options.

Booking

Talk through what you need

Request a consultation and the business will follow up to discuss next steps.

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Tell us how we can help

Request a consultation.

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Call +1 (404) 555-0187hello@brightlinetax.example

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We’ll contact you about your tax preparation request only.